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Wealth Advisor: Client-Focused
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-01-02
Listing for:
Equitable Advisors
Part Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company in Melville is seeking a Financial Professional to build client relationships and develop tailored financial strategies. You will engage clients, understand their financial objectives, and provide guidance based on their unique situations. Candidates should have a relevant Bachelor's degree and required licenses (Life & Health, SIE, Series 7, Series 66).
This role offers a flexible schedule while requiring in-office presence.
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